Plan Documents

IRS Form 5305-SEP - Standard SEP Plan Form # 700 Revised 2/05

IRS Form 5305-SEP - Standard SEP Plan

Purpose of Form: Form 5305-SEP (Model SEP) is used by an employer to make an agreement to provide benefits to all eligible employees under a simplified employer pension (SEP) described in section 408(k).

This form can be imprinted. Call 800-346-3961 for details.

Package contains 25 forms. Call for quantity pricing or for imprint orders.

IRS Form 5305A-SEP - SAR-SEP Form # 701 Revised 6/06

IRS Form 5305A-SEP - SAR-SEP

Purpose of Form: Form 5305A-SEP is a model elective simplified employee pension (SEP) used by an employer to permit employees to make elective deferrals to a SEP described in section 408(k).

This form can be imprinted. Call 800-346-3961 for details.

Package contains 25 forms. Call for quantity pricing or for imprint orders.

Service Agreement for SEPs Form # 702 Revised 2/02

Service Agreement for SEPs

Purpose of Form: Formal Statement of Relationship Between a Business Customer and a Financial Institution Regarding Use of IRS Form 5305-SEP or IRS Form 5305A-SEP.

This form can be imprinted. Call 800-346-3961 for details.

Package contains 25 forms. Call for quantity pricing or for imprint orders.